Close a company period#
For: Admin You’ll need: A started period and a target period to carry balances into.
You’ll close a period, compute carry-overs into the next period, create next-period grants, and lock all time entries in the closed range.
Close the period#
Go to Company → Periods in the left sidebar.
Open the period.
Click ‚Close period‘.
In the ‚Close period?‘ dialog, open the ‚Carry into‘ dropdown and pick the next period.
Click ‚Close period‘.
Shiftavo runs three actions:
Computes carry-over leave balances per the policy rules.
Creates next-period leave grants.
Locks every time entry whose date falls in the closed range.
Warnung
Closing a period locks time entries inside it. Once locked, time entries cannot be edited without reopening the period. Run your payroll exports first.
Verify it worked#
The period’s status badge flips to ‚Closed‘. Open the next period — you’ll see the carry-over and grant transactions on each employee’s leave ledger.